Mastering Your Money Mindset Date: Thursday, June 26, 2025 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Leda Zukowski, Director of Practice Management in the Advisor Advancement Institute - New York Life Investments Hosted By: Denise Palmer When you think about your wealth you likely experience positive emotions such as pride or satisfaction. However, you may also feel like you are at a crossroads in your wealth management journey. This can lead to negative emotions such as doubt or confusion over the best financial strategy. By understanding your emotional response to your finances, you can take control of your money mindset and create a solid foundation for financial planning. Key takeaways from the presentation: · Understanding your money emotions · Accepting the past · Learning the language of money · Making a plan · Planning for “setbacks” For more information: email us at sofia.wright@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This presentation is provided by New Your Life Investments as a courtesy for informational purposes only. Presented with permission. It is for general informational purposes only and represents the views and opinions of its author, who is solely responsible for its content. Individuals should evaluate their own personal needs before making decisions regarding their financial situation. The Advisor Advancement Institute is a program within New York Life Investments. “New Your Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company. Investment Products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Tax Planning Strategies for the Current Landscape Date: Thursday, July 17, 2025 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Jason Keller, CFP, Senior Wealth Planning Specialist - Franklin Templeton Academy Hosted By: Denise Palmer, Private Wealth Advisor During this complimentary session, we’ll begin by reviewing the current landscape, including key tax figures for 2025, and a look at income and estate/gift taxes. Then, we’ll highlight specific, actionable planning ideas to consider. For more information: email us at sofia.wright@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing-up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event. This is an informational seminar. There is no cost or obligation. This event is sponsored by: Franklin Templeton. These sponsors and representatives are not affiliated with Ameriprise Financial. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.